COVID caused a seismic shock in countries across the world, leading to steep declines in global markets. Today, there remain significant mispricing opportunities and we believe the skew is clearly in favor of defensive, value investing.
This strategy invests in developed markets around the world with a maximum allocation of 25% to emerging markets. The portfolio ranges from 40 to 70 companies and clients typically benchmark the strategy to the MSCI All Countries World Index.
As of December 31, 2020
Mondrian Global ACW Equity Composite
Mondrian Global ACW Equity Composite (USD)
Mondrian Global ACW Equity Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from mondrian.website@mondrian.com.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorizations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein.
Views expressed were current as of the date indicated, are subject to change, and may not reflect current views. Views should not be considered a recommendation to buy, hold or sell any security and should not be relied on as research or investment advice.
These materials may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those reflected in such forward-looking statements.
As of December 31, 2020
Characteristic | ||
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P/E (trailing 12 months) | ||
P/B (trailing 12 months) | ||
Price/Cash Flow | ||
Dividend Yield (%) | ||
Number of Holdings | ||
Weighted Average Market Cap (million, USD) | ||
Median Market Cap (million, USD) | ||
Information Ratio (3 years) |
Source: Mondrian Investment Partners/MSCI
Mondrian Global ACW Equity Composite (USD)
Mondrian Global ACW Equity Composite (USD)
Mondrian Global ACW Equity Composite (USD)
COVID caused a seismic shock in countries across the world, leading to steep declines in global markets. Today, there remain significant mispricing opportunities and we believe the skew is clearly in favor of defensive, value investing.
The past decade has been a challenging period for value investors: record low interest rates and structural changes in the economy have caused investors to shun value stocks in favor of growth stocks.
© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of December 31, 2020 unless otherwise noted.
Weighted Average Market Cap – The portfolio-weighted average market capitalizations of all equity securities.
Portfolio Turnover – A measure of how frequently assets within a fund are bought and sold by the managers.
Price-to-Earnings – The Price to Earnings Ratio is a stock’s current price divided by the company’s trailing 12-month earnings per share from continuous operations.
Price-to-Book – The Price to Book Ratio links the stock/share price of a company with the book or accounting value of shareholders’ equity per share.
Dividend Yield – The Dividend Yield is the portfolio-weighted average of the annualized gross dividend per share figure of all portfolio holdings.
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